Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
Sanctuary Wealth Buys $12.5B RIA Platform tru Independence
By John ManganaroOnce combined, the firms will support some 120 independent wealth management shops with $42 billion of client assets.
April 17, 2024
Envestnet Considers Possible Sale: ReportThe wealth management platform has received interest from potential suitors, Reuters reports.
April 05, 2024
Ameritas Adds Pontera's 401(k) Management PlatformAffiliated advisors will be able to make trades and manage retirement plan accounts using the new technology and tools.
April 04, 2024
EP Wealth Buys $1.2B California GroupThe acquisition of Wacker Wealth Partners includes 22 employees in San Luis Obispo.
April 02, 2024
Creative Planning Buys $2.2B Wealth Manager in TexasThe deal with Maxwell Locke & Ritter Wealth Management, based in the greater Austin area, includes 18 employees.
March 29, 2024
The Best View of Closely Held Business Transactions: It's a ProcessA sale or similar liquidity event is not a one-time occurrence for either the buyer or seller.
March 27, 2024
RIA Integrated Partners Helps Accounting Firm Launch Wealth UnitThe new partnership is a direct response to the growing complexity facing advisors and clients alike.
March 25, 2024
6 Compelling Ways to Ask for the OrderHere are ideas for how to make a transaction happen.